|
⚲
|
| Newton One Investments LLC
✚
| |
|---|---|
| CRD # | 147048 |
| SEC # | 801-69525 |
| CIK # | 0001842787 |
| AUM | $346.3 MM (2024-08-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 302-731-1326 |
| Address | 131 Continental Drive Newark, DE 19713-0000 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.1 | |
| AON | 56,421.9 | 0.4 | |
| UNH | 477,004.0 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 27.7 |
| (b) Individuals (high net worth individuals) | 97 | 264.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 54.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 450 | 346.3 |
| By Discretionary | ||
| Discretionary | 450 | 346.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 450 | 346.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.3 | |
| Total | 450 | 346.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001842787] |
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|---|---|---|
|
BCR Wealth Strategies LLC
✚
|
AL | 0.3 |
|
Virtera Partners LLC
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OH | 0.3 |
|
Plan Group Financial Inc
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OK | 0.3 |
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Trellis Wealth Advisors LLC
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CA | 0.3 |
|
Elevatus Wealth Management LLC
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|
NY | 0.3 |
|
Baldwin & Clarke Advisory Services LLC
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NH | 0.3 |
|
Wealth Advisors of Tampa Bay LLC
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FL | 0.3 |
|
Morgan Dempsey Capital Management LLC
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|
WI | 0.3 |
|
Websterrogers Financial Advisors LLC
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|
SC | 0.3 |
|
Mark J Snyder Financial Services Inc
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|
NY | 0.3 |